-- 週一,日本股市收高,此前一位反對黨領袖呼籲制定中期財政路線圖,力爭在2030年前後恢復財政盈餘,此舉緩解了市場對利率上升的擔憂。 日經225指數上漲0.6%,或348.99點,收在58,824.89點。 玉木雄一郎表示,日本應制定一個可信的五年計劃,力爭在2030年前後恢復財政盈餘,同時也要接受短期財政赤字。 他也表示,貨幣政策應逐步走向正常化,鑑於伊朗衝突帶來的風險,升息幅度應謹慎控制。 由於中東局勢不明朗,市場降低了對日本央行4月升息的預期。日本政府已動用石油儲備,並正在尋求其他石油供應來源,但民眾對經濟影響的擔憂仍然很高。 經濟方面,日本2月第三產業活動指數下降0.4%,零售和公用事業疲軟抵銷了金融業的成長。 日本央行的一項調查顯示,3月日本家庭信心略有改善,但仍處於負值,通膨預期仍高漲。 企業方面,Komehyo Holdings(東京證券交易所代號:2780)股價下跌1%,此前該公司公佈3月銷售額成長43%。 Cyfuse Biomedical(東京證券交易所代碼:4892)股價上漲12%,此前有報告指出該公司將開始進行3D列印膝關節再生療法的人體試驗。 IwaiCosmo(東京證券交易所代碼:8707)股價下跌2%,儘管該公司全年獲利成長55%,創歷史新高。
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